Invesco Trust for Investment Grade Municipals
VGM- Exchange
- NYSE
- SEC CIK
- 0000880892
No open-market purchases or sales by Invesco Trust for Investment Grade Municipals insiders were filed in the last 90 days; 103 institutions reported holding it in 13F filings for Q2 2026, worth $128.3M in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Invesco Trust for Investment Grade Municipals as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 90
- +13 vs. Q3 2021
- Shares held
- 10.2M
- +83.5K (+0.8%) vs. Q3 2021
- Total value
- $141.8M
- +$3.97M (+2.9%) vs. Q3 2021
- New holders
- 20
- 28 more added
- Sold out
- 7
- 17 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting VGM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 103 | $128.3M |
| Q1 2026 | 110 | $116.7M |
| Q4 2025 | 103 | $134.6M |
| Q3 2025 | 109 | $142.2M |
| Q2 2025 | 115 | $151.9M |
| Q1 2025 | 108 | $205.0M |
| Q4 2024 | 109 | $211.5M |
| Q3 2024 | 103 | $214.6M |
| Q2 2024 | 101 | $227.5M |
| Q1 2024 | 100 | $214.2M |
| Q4 2023 | 108 | $206.3M |
| Q3 2023 | 85 | $152.3M |
| Q2 2023 | 91 | $164.4M |
| Q1 2023 | 89 | $159.6M |
| Q4 2022 | 96 | $157.2M |
| Q3 2022 | 89 | $122.4M |
| Q2 2022 | 88 | $127.8M |
| Q1 2022 | 94 | $123.9M |
| Q4 2021 | 90 | $141.8M |
| Q3 2021 | 80 | $138.3M |
| Q2 2021 | 78 | $142.8M |
| Q1 2021 | 80 | $141.8M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Invesco Trust for Investment Grade Municipals; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 1,885,040 | $26.3M | 2.58% | +38,844+2.1% | Added |
| Guggenheim Capital LLC | 1,449,246 | $20.2M | 0.11% | +106,630+7.9% | Added |
| Rivernorth Capital Management, LLC | 1,192,152 | $16.7M | 0.67% | −18,027−1.5% | Reduced |
| Sit Investment Associates Inc | 872,091 | $12.2M | 0.29% | −10,000−1.1% | Reduced |
| UBS Group AG | 472,343 | $6.60M | 0.00% | −43,317−8.4% | Reduced |
| Wells Fargo & Company | 437,019 | $6.11M | 0.00% | +6,357+1.5% | Added |
| Bank of America Corp | 413,730 | $5.78M | 0.00% | +28,513+7.4% | Added |
| Morgan Stanley | 401,575 | $5.61M | 0.00% | +34,091+9.3% | Added |
| Van Eck Associates Corp | 277,597 | $3.88M | 0.01% | +21,280+8.3% | Added |
| Advisor Group Holdings, Inc. | 222,726 | $3.11M | 0.01% | −12,690−5.4% | Reduced |
| Parametric Portfolio Associates LLC | 218,271 | $3.05M | 0.00% | −86,400−28.4% | Reduced |
| Melone Private Wealth, LLC | 161,446 | $2.25M | 1.70% | +161,446 | New |
| Delphi Financial Group, Inc. | 150,242 | $2.10M | 0.64% | 00.0% | Unchanged |
| Royal Bank of Canada | 129,988 | $1.81M | 0.00% | +5,028+4.0% | Added |
| Invesco Ltd. | 126,144 | $1.76M | 0.00% | +63,824+102.4% | Added |
| Stifel Financial Corp | 125,531 | $1.75M | 0.00% | +3,108+2.5% | Added |
| Baird Financial Group, Inc. | 115,153 | $1.61M | 0.00% | +8,107+7.6% | Added |
| First Trust Advisors LP | 111,315 | $1.55M | 0.00% | +2,548+2.3% | Added |
| LPL Financial LLC | 103,306 | $1.44M | 0.00% | +8,081+8.5% | Added |
| Raymond James & Associates | 94,233 | $1.32M | 0.00% | −787−0.8% | Reduced |
| Bokf, NA | 92,500 | $1.29M | 0.02% | +13,000+16.4% | Added |
| Cutler Capital Management, LLC | 86,038 | $1.20M | 0.44% | +631+0.7% | Added |
| Commonwealth Equity Services, LLC | 72,719 | $1.01M | 0.00% | +35,191+93.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 67,483 | $943.0K | 0.00% | −361−0.5% | Reduced |
| Claro Advisors LLC | 48,636 | $679.0K | 0.24% | −416−0.8% | Reduced |
| Advisory Services Network, LLC | 47,250 | $660.0K | 0.02% | +8,000+20.4% | Added |
| Janney Montgomery Scott LLC | 46,944 | $656.0K | 0.00% | −6,200−11.7% | Reduced |
| City of London Investment Management Co Ltd | 45,000 | $628.0K | 0.04% | 00.0% | Unchanged |
| 6 Meridian | 43,502 | $608.0K | 0.04% | −4,841−10.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 42,358 | $586.0K | 0.11% | 00.0% | Unchanged |
| Truist Financial Corp | 32,832 | $459.0K | 0.00% | +11,115+51.2% | Added |
| Ameriprise Financial Inc | 32,817 | $458.0K | 0.00% | +7,528+29.8% | Added |
| Northwestern Mutual Wealth Management Co | 32,591 | $455.0K | 0.00% | −4,035−11.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 29,802 | $416.0K | 0.00% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 28,950 | $404.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 28,380 | $396.0K | 0.01% | +1,000+3.7% | Added |
| Cerity Partners LLC | 23,652 | $330.0K | 0.01% | +23,652 | New |
| Harbour Investments, Inc. | 22,697 | $317.0K | 0.02% | −90,052−79.9% | Reduced |
| GWM Advisors LLC | 21,389 | $299.0K | 0.00% | +21,389 | New |
| Kestra Advisory Services, LLC | 19,266 | $269.0K | 0.00% | +158+0.8% | Added |
| Citadel Advisors LLC | 19,138 | $267.0K | 0.00% | −253,132−93.0% | Reduced |
| Omnia Family Wealth, LLC | 18,796 | $263.0K | 0.16% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 17,500 | $244.0K | 0.03% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 17,000 | $237.0K | 0.02% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 16,623 | $232.0K | 0.02% | +272+1.7% | Added |
| Sonora Investment Management Group, LLC | 14,328 | $200.0K | 0.02% | +14,328 | New |
| Zullo Investment Group, Inc. | 13,500 | $189.0K | 0.10% | +13,500 | New |
| Wedbush Securities Inc | 13,401 | $187.0K | 0.01% | −750−5.3% | Reduced |
| Capital Investment Advisors, LLC | 12,425 | $174.0K | 0.01% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 12,266 | $171.0K | 0.07% | +19+0.2% | Added |
| Cetera Advisor Networks LLC | 11,677 | $163.0K | 0.00% | +11,677 | New |
| Independent Financial Group, LLC | 11,460 | $160.1K | 0.01% | +410+3.7% | Added |
| Greatmark Investment Partners, Inc. | 11,250 | $157.0K | 0.03% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 11,094 | $155.0K | 0.07% | +744+7.2% | Added |
| Meridian Wealth Management, LLC | 11,000 | $154.0K | 0.02% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 10,900 | $152.0K | 0.06% | 00.0% | Unchanged |
| Nwam LLC | 10,570 | $148.0K | 0.01% | +10,570 | New |
| International Assets Investment Management, LLC | 10,559 | $148.0K | 0.03% | +10,559 | New |
| Ibex Wealth Advisors | 10,162 | $142.0K | 0.03% | +7+0.1% | Added |
| Cullen/Frost Bankers, Inc. | 9,958 | $139.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 9,000 | $125.7K | 0.00% | +9,000 | New |
| Rockefeller Capital Management L.P. | 8,516 | $118.0K | 0.00% | −1,174−12.1% | Reduced |
| Main Management LLC | 6,500 | $91.0K | 0.01% | −800−11.0% | Reduced |
| Geneos Wealth Management Inc. | 4,732 | $66.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4,375 | $61.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,994 | $56.0K | 0.03% | +3,994 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,816 | $53.0K | 0.00% | +44+1.2% | Added |
| Proequities, Inc. | 3,684 | $51.0K | 0.00% | +924+33.5% | Added |
| Bedel Financial Consulting, Inc. | 2,820 | $39.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,407 | $34.0K | 0.00% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 1,700 | $23.0K | 0.02% | +1,700 | New |
| Endurance Wealth Management, Inc. | 1,500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,526 | $21.0K | 0.01% | +1,526 | New |
| Trustcore Financial Services, LLC | 1,462 | $20.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 1,170 | $16.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 764 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 620 | $9.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 630 | $9.00K | 0.00% | +630 | New |
| Key Financial Inc | 608 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 573 | $8.00K | 0.00% | +573 | New |
| CoreCap Advisors, LLC | 562 | $8.00K | 0.00% | +562 | New |
| Tilia Fiduciary Partners, Inc. | 600 | $8.00K | 0.01% | +600 | New |
| Moisand Fitzgerald Tamayo, LLC | 500 | $7.00K | 0.00% | +500 | New |
| Fifth Third Bancorp | 372 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 350 | $5.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 339 | $5.00K | 0.00% | +339 | New |
| Allworth Financial LP | 115 | $2.00K | 0.00% | −1,436−92.6% | Reduced |
| Northern Trust Corp | 13,716 | $2.00K | 0.00% | +25+0.2% | Added |
| Gradient Investments LLC | 80 | $1.00K | 0.00% | +80 | New |
| Signet Financial Management, LLC | 17 | $0 | 0.00% | +17 | New |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −25,727−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −13,450−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −12,015−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −2,285−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −749−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |
| Wealth Quarterback LLC | – | – | – | – | Not filed |